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| The American Institute for Advanced Investment Management LLP
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|---|---|
| CRD # | 165183 |
| SEC # | 801-77148 |
| CIK # | 0001805824 |
| AUM | 309.3 M (2026-02-21) |
| Employees | 2 (100% Investors, 100% Brokers) |
| Fees | |
| Minimum | |
| Phone | 480-346-1556 |
| Address | 7337 E Doubletree Ranch Road Scottsdale, AZ 85258 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 5.0 | ||
| Microsoft Corp | 3.4 | ||
| Home Depot Inc | 3.3 | ||
| SPDR Gold Trust | 2.7 | ||
| Amazon Com Inc | 2.1 | ||
| Nvidia Corp | 2.0 | ||
| Constellation Energy Corp | 1.7 | ||
| AbbVie Inc | 1.7 | ||
| Johnson & Johnson | 1.6 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 102 | 27.9 |
| (b) Individuals (high net worth individuals) | 134 | 270.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 3.0 |
| (h) Charitable organizations | 10 | 8.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 452 | 309.3 |
| By Discretionary | ||
| Discretionary | 430 | 278.3 |
| Non-Discretionary | 22 | 31.0 |
| Total | 452 | 309.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 309.3 | |
| Total | 452 | 309.3 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001805824] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Hudson Advisor Services Inc
✚
|
NY | 310.1 M |
|
H C Denison Co
✚
|
WI | 310.0 M |
|
American Wealth Management Inc
✚
|
GA | 310.0 M |
|
NRI Wealth Management LLC
✚
|
CA | 309.8 M |
|
Bill OPP Fixed Income Advisory Service LLC
✚
|
309.8 M | |
|
Windward Private Wealth Management Inc
✚
|
KS | 309.6 M |
|
Beacon Financial Strategies Corp
✚
|
NC | 309.4 M |
|
Milestone Asset Management Group LLC
✚
|
CT | 309.0 M |
|
Meriwether Wealth & Planning LLC
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|
LA | 308.9 M |
|
Synergy Financial Partners LLC
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|
CO | 308.7 M |